Estate Planning







Preserve Your Legacy


The transition of assets to the next generation is an integral part of your financial plan. We often see our clients procrastinate on executing their estate planning documents even after they’re completed. Many are unfamiliar with the estate tax and the impact it can have on their inheritance. We believe life insurance can provide liquidity and alleviate this burden when planned strategically alongside your estate plan. We pride ourselves on ensuring each client has their estate plan executed and reviewed consistently to address any potential changes in the future.



Services Offered:

Services Offered:

  • Trust Creation & Review of Current Documents*
  • Estate Tax & Life Insurance Analysis
  • Business Succession & Buy-Sell Agreements*
  • Asset Protection

*Financial Designs Wealth works with law firms in these designated areas.

Financial Designs Wealth is not an accounting or law firm and does not provide tax or legal advice. Please consult with your legal or tax professional regarding your individual situation